The table below lists all of the tasks that you perform from the Employee Maintenance screen and from which tab or control you access those tasks. Click the links below to view more details detailed information for tabs, tasks, and controls.
For an overview of the Employee Maintenance screen, see The Employee Maintenance screen.
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Note: Most employee information on the Employee Maintenance screen is automatically updated through interface files, which are imported frequently to ensure that employee data is current. If you manually update information on the Employee Maintenance screen, your changes might be overwritten the next time an interface file is imported. Check with your HR or Payroll department to verify which information is updated through interface files. |
| Tabs/Controls | Tasks |
| Controls and actions |
| Controls available on all tabs | - Add a new employee.
- Filter employees that appear in Employee pane.
- Filter employees by schedule group.
- View data for the selected period.
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Employee Actions | |
Employees Multiple Employees- multiple employee records.
- Change the pay rate for multiple employees (using the Pay Rate Wizard).
- Export
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Employees Employee Bages |
| Tabs |
| General | - Edit basic employee information.
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| Status | - Add a status change.
- Delete a status change.
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| Jobs | - Add a job.
- Edit a job.
- Delete a job.
- Add a job effective date.
- Delete a job effective date.
- Delete a job from a set of job effective dates.
- View expired job effective dates.
- View the job history.
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| Scheduling | |
and - an employee's schedule.
- Edit availability for an employee.
- Delete availability from an employee's schedule.
- Add a shift to an employee's schedule.
- Edit a shift for an employee.
- Delete shifts from an employee's schedule.
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| Schedule Groups | - Assigning an employee to a schedule group.
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| Assignments | - Add an assignment.
- Delete an assignment.
- Change the scheduling priority of an assignment.
- Change the rank of an assignment.
- Activate and deactivate assignments.
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| Work Rules | - Associate work rules types with work rule sets for the employee.
- View the summary of work rules that affect the selected employee's data.
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| Time Clock Restrictions | - Add restricted Time Clocks and set punch restrictions.
- Add and edit punch restrictions to Time Clocks.
- Delete a restricted Time Clock from an employee.
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| Certifications | - Add a certification.
- Edit a certification.
- Delete a certification.
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| I9 | |
| Taxes | - Add and edit tax information.
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